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MOK Financial Planning & Tax
MOK Financial Planning & Tax, Inc. is a state-registered investment adviser in Millis, MA. The firm manages approximately $54 million in regulatory assets.
Overview
MOK Financial Planning & Tax, Inc. is a state-registered investment adviser in Millis, MA. The firm manages approximately $54 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does MOK Financial Planning & Tax offer?
The firm provides financial planning, investment management, retirement planning, estate planning, and tax preparation. It targets individuals and small businesses, integrating tax strategies with investment decisions under one advisor-client relationship.
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